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Michael Todd Fields

Southbridge Advisors, LLC

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About Michael Todd Fields

Michael Todd Fields is a financial advisor at Southbridge Advisors, LLC. Michael has been a registered representative since 2000. Michael is a Certified Financial Planner™ professional. Michael has experience providing investment advice to individuals and families as well as to retirement plans and charitable organizations. Michael has worked in the financial services industry for over 20 years. Michael's primary focus is providing financial planning services to individuals and families. Michael offers a variety of services, including portfolio management, retirement planning, and college savings planning.

Firm Information

Michael Fields is currently registered with Southbridge Advisors, LLC. Southbridge Advisors, LLC is an investment advisor based in Marietta, GA. The firm provides financial planning, selection of other advisors, and portfolio management services for individuals and high-net-worth individuals, as well as pension and profit-sharing plans. They manage approximately $303 million in assets and have a total of 620 client accounts.
Southbridge Advisors, LLC

533 JOHNSON FERRY ROAD

MARIETA, GA 30068

$303.05M

Assets Under Management

19

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Fields’s Registration & Firm History

GA

12/13/2019 - Present

Southbridge Advisors, LLC (MARIETA GA)

GA

02/06/2002 - 02/28/2007

TRIAD ADVISORS, INC. (DULUTH GA)

NJ

05/31/2000 - 12/05/2001

E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 05/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Fields.
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